Column Capital Advisors’s Eversource Energy ES Stock Holding History

Column Capital Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$465	Hold	8	–	–	﹤0.01%	764
2023 Q2	$567	Sell	8 -103	-93%	-$7.67K	﹤0.01%	772
2023 Q1	$8.69K	Hold	111	–	–	﹤0.01%	575
2022 Q4	$9.31K	Hold	111	–	–	﹤0.01%	540
2022 Q3	$9K	Hold	111	–	–	﹤0.01%	484
2022 Q2	$9K	Hold	111	–	–	﹤0.01%	491
2022 Q1	$10K	Hold	111	–	–	﹤0.01%	501
2021 Q4	$10K	Sell	111 -57	-34%	-$4.9K	﹤0.01%	508
2021 Q3	$14K	Hold	168	–	–	﹤0.01%	427
2021 Q2	$13K	Buy	168 +100	+147%	+$8.42K	﹤0.01%	440
2021 Q1	$6K	Hold	68	–	–	﹤0.01%	519
2020 Q4	$6K	Hold	68	–	–	﹤0.01%	515
2020 Q3	$6K	Hold	68	–	–	﹤0.01%	510
2020 Q2	$5K	Hold	68	–	–	﹤0.01%	576
2020 Q1	$5K	Hold	68	–	–	﹤0.01%	491
2019 Q4	$5K	Buy	+68	New	+$5.65K	﹤0.01%	524

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's ES Position: Q3 2023 in Review

Column Capital Advisors held its Eversource Energy (ES) position steady in Q3 2023 at 8 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Column Capital Advisors first reported a position in ES in Q4 2019 and has held it in 16 quarters since. The position peaked at $14K in Q3 2021. 804 funds tracked by Wall St. Rank hold ES as of Q3 2023.

Column Capital Advisors held 8 shares of Eversource Energy worth $465 as of Q3 2023.
Column Capital Advisors left its Eversource Energy share count unchanged in Q3 2023.
Eversource Energy made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #764 holding.
Column Capital Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Eversource Energy position peaked at $14K in Q3 2021.
804 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.